| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| TRUENORTH COMPANIES LC3 | PO BOX 1863 CEDAR RAPIDS, IA 52406 | SYMETRA LIFE INSURANCE COMPANY | — | $45K | $45K | 3.77% |
| NATIONAL BENEFIT CENTER3 Filed as: NATIONAL BENEFIT CENTER LLC | 6830 COCHRAN ROAD SOLON, OH 44139 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 0.89% |
| GROUP BENEFITS LTD3 Filed as: GROUP SERVICES INC | 3066 VICTORIA STREET BETTENDORF, IA 52722 | STANDARD INSURANCE COMPANY | $2K | — | $2K | 0.85% |
| NATIONAL BENEFIT CENTER3 Filed as: NATIONAL BENEFIT CENTER LLC | 6830 COCHRAN ROAD SOLON, OH 44139 | STANDARD INSURANCE COMPANY | $1K | — | $1K | 0.83% |
| GROUP BENEFITS LTD3 Filed as: GROUP SERVICES INC | 3066 VICTORIA STREET BETTENFORF, IA 52722 | STANDARD INSURANCE COMPANY | $1K | — | $1K | 0.79% |
| NATIONAL BENEFIT CENTER3 Filed as: NATIONAL BENEFIT CENTER LLC | 6830 COCHRAN ROAD SOLON, OH 44139 | STANDARD INSURANCE COMPANY | $779 | — | $779 | 0.89% |
| GROUP BENEFITS LTD3 Filed as: GROUP SERVICES INC | 3066 VICTORIA STREET BETTENDORF, IA 52722 | STANDARD INSURANCE COMPANY | $740 | — | $740 | 0.85% |
| GROUP BENEFITS LTD3 Filed as: GROUP SERVICES LLC | 3066 VICTORIA STREET BETTENDORF, IA 52722 | METROPOLITIAN LIFE INSURANCE COMPANY | $4K | $2K | $6K | 11.24% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFIT SERVICES INC | PO BOX 3009 ARLINGTON HEIGHTS, IL 60006 | METROPOLITIAN LIFE INSURANCE COMPANY | $2K | — | $2K | 3.28% |
| TRUENORTH COMPANIES LC3 | PO BOX 1863 CEDAR RAPIDS, IA 52406 | METROPOLITIAN LIFE INSURANCE COMPANY | $78 | — | $78 | 0.14% |
| THOMAS C SCHUETZ3 | 3066 VICTORIA STREET BETTENDORF, IA 52722 | METROPOLITIAN LIFE INSURANCE COMPANY | $36 | — | $36 | 0.06% |
| TRUENORTH COMPANIES LC3 Filed as: TRUENORTH COMPANIES, LLC-CEDAR RAPI | PO BOX 1863 CEDAR RAPIDS, IA 52406 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $7K | — | $7K | 18.31% |
| ARLINGTON PARTNERS LLC3 | 3501 ALGONQUIN ROAD STE 670 ROLLING MEADOWS, IL 60008 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $3K | — | $3K | 8.62% |
| SELECT NETWORKS3 | 317 6TH AVENUE DES MOINES, IA 50309 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $4K | — | $4K | 11.01% |
| TRUENORTH COMPANIES LC3 Filed as: TRUENORTH COMPANIES, LLC | PO BOX 1863 CEDAR RAPIDS, IA 52406 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $4K | — | $4K | 10.01% |
| SUSAN M PRAUL3 | 3461 29TH STREET BETTENDORF, IA 52722 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1K | — | $1K | 8.43% |
| DONNA R WATSON3 | 1225 EAST RIVER DRIVE SUITE 315 DAVENPORT, IA 52803 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $337 | — | $337 | 2.03% |
| TONYA L REMLEY3 | 1225 EAST RIVER DRIVE SUITE 302 DAVENPORT, IA 52803 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $104 | — | $104 | 0.63% |
| BRITNEY J GOODDING3 | 1716 SOUTH 9TH AVENUE ELDRIDGE, IA 52748 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $97 | — | $97 | 0.58% |
| MATTHEW J SCHNEIDER3 | 1225 EAST RIVER DRIVE SUITE 307 DAVENPORT, IA 52803 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $69 | — | $69 | 0.42% |
| DONNA R WATSON3 Filed as: DONNA FREESE | 1122 WEST 59TH STREET DAVENPORT, IA 52806 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $61 | — | $61 | 0.37% |
| ABIGAIL S PRAUL3 | 1851 MICHIGAN AVENUE NORTHEAST SAINT PETERSBURG, FL 33703 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $60 | — | $60 | 0.36% |
| RIGGS COUNSELMAN MICHAELS & DOWNES3 Filed as: RIGGS INSURANCE INC | 465 NORTHLAND AVENUE NORTHEAST SUITE 201 CEDAR RAPIDS, IA 52402 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $55 | — | $55 | 0.33% |
| MATTHEW D BUTLER3 Filed as: MATTHEW BUTLER | 123 CENTER PARK DRIVE SUITE 201 KNOXVILLE, TN 37922 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $53 | — | $53 | 0.32% |
| JOHN TUSETH3 | 5821 LOWRY DRIVE NORTHWEST ROCHESTER, MN 55901 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $51 | — | $51 | 0.31% |
| NANCY KINTZLE3 | 26201 212TH AVENUE DELHI, IA 52223 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $48 | — | $48 | 0.29% |
| KIM GERDES3 | 2510 112TH STREET MOSCOW, IA 52760 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $35 | — | $35 | 0.21% |
| PETER J TEKAMPE3 | 815 NORTH CHURCH STREET ROCKFORD, IL 61103 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $33 | — | $33 | 0.20% |
| KAE HUGHES3 | 1805 30TH STREET MOLINE, IL 61265 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $26 | — | $26 | 0.16% |
| MITCHELL J MCCALL3 | 3 STONERIDGE DRIVE KEOKUK, IA 52632 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $22 | — | $22 | 0.13% |
| SHEILA W GERVASE3 | 2924 EAST 45TH COURT DAVENPORT, IA 52807 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $15 | — | $15 | 0.09% |
| JOHN A BISHOP3 | 517A WEST NORTH STREET PASS CHRISTIAN, MS 39571 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $14 | — | $14 | 0.08% |
| BRENT C STANKEE3 | PO BOX 203 WHEATLAND, IA 52777 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $12 | — | $12 | 0.07% |
| JOAN M SCHEER3 | PO BOX 342 LOWDEN, IA 52255 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $11 | — | $11 | 0.07% |
| BARRY CAMPBELL3 | 2798 COUNTY ROAD 80 ALGER, OH 45812 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $11 | — | $11 | 0.07% |
| STEVEN L. SWANSON3 Filed as: STEVEN L SWANSON | 1523 47TH AVENUE SUITE 3 MOLINE, IL 61265 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $10 | — | $10 | 0.06% |
| GREGORY J SHARP3 | 702 EAST 5TH STREET COAL VALLEY, IL 61240 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $10 | — | $10 | 0.06% |
| CONSUMER SYSTEMS INC3 | 276 PEACE AVENUE NORTHWEST CEDAR RAPIDS, IA 52405 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $10 | — | $10 | 0.06% |
| TINA M LASSUY3 | 3021 45TH STREET MOLINE, IL 61265 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $10 | — | $10 | 0.06% |
| CATHY J OLIVER3 | 14795 BOISE CIRCLE ROSEMOUNT, MN 55068 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $9 | — | $9 | 0.05% |
| SCOTT R FRITCHER3 | 3511 131ST STREET URBANDALE, IA 50323 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $9 | — | $9 | 0.05% |
| RICHELL L STOCK3 | 9365 190TH STREET DAVENPORT, IA 52804 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $9 | — | $9 | 0.05% |
| HEATHER D SWANSON3 | 4517 49TH PLACE DES MOINES, IA 50310 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $9 | — | $9 | 0.05% |
| JEANNE T SCHWAB3 | 2655 MIDDLE ROAD DAVENPORT, IA 52803 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $8 | — | $8 | 0.05% |
| MICHELLE SMITH3 | 463 NORTHLAND AVENUE NORTHEAST SUITE 204 CEDAR RAPIDS, IA 52402 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $7 | — | $7 | 0.04% |
| BERNARD J BRAZEAU3 | 6705 GRIMES STREET INDIANOLA, IA 50125 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $6 | — | $6 | 0.04% |
| RICHARD R KIMBROUGH3 | 1972 MUIRFIELD WAY SOUTHEAST PALM BAY, FL 33914 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $5 | — | $5 | 0.03% |
| RONALD L HOVICK3 | 2214 SOUTHWEST 43RD TERRACE CAPE CORAL, FL 33914 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $5 | — | $5 | 0.03% |
| DANIEL P OCKENFELS3 | 9300 WRIGHT BROTHERS BOULEVARD SOUTHWEST FAIRFAX, IA 52228 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $4 | — | $4 | 0.02% |
| MICHAEL E MCCARTHY3 | PO BOX 1047 DUNDEE, IL 60118 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $4 | — | $4 | 0.02% |
| LYNETTE R STEVENS3 | 203 ASHWOOD DRIVE SYCAMORE, IL 60178 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $4 | — | $4 | 0.02% |
| CHRISTOPHER J BAYER3 | 1416 NORTH BROAD STREET GALESBURG, IL 61401 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $4 | — | $4 | 0.02% |
| WILLIAM CLAY ARNOLD3 | 102 HOLLY COURT NATCHEZ, MS 39120 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $4 | — | $4 | 0.02% |
| JOSHUA J PARISE3 | 7325 JANES AVENUE WOODRIDGE, IL 60517 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $4 | — | $4 | 0.02% |
| MATTHEW SHANE STRONG3 | 3860 COLONIAL BOULEVARD SUITE 200 FORT MYERS, FL 33966 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3 | — | $3 | 0.02% |
| ALAN W MARTIN3 | 12524 MALLARD BAY ROAD KNOXVILLE, TN 37922 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3 | — | $3 | 0.02% |
| KACY A GRUENKEMEYER3 | 543 ALSTON DRIVE CHATTANOOGA, TN 37419 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $3 | — | $3 | 0.02% |
| KIMBERLY A AIKINS3 | 606 19TH ST MOLINE, IL 61265 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2 | — | $2 | 0.01% |
| KOCH INSURANCE INC3 | 463 NORTHLAND AVENUE NORTHEAST SUITE 204 CEDAR RAPIDS, IA 52402 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2 | — | $2 | 0.01% |
| LYNETTE R STEVENS3 | 303 NORTH 3RD STREET WYOMING, IL 61491 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2 | — | $2 | 0.01% |
| AUSTIN J PETERSON3 | 11116 AURORA AVENUE URBANDALE, IA 50322 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2 | — | $2 | 0.01% |
| CHAD L NELSON3 | 5266 NORTH KUFALK LANE BYRON, IL 61010 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $2 | — | $2 | 0.01% |
| TRAVIS COCKBURN3 Filed as: TRAVIS J COCKBURN | 402 NORTH MAIN STREET BENTON, IL 62812 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | — | $1 | 0.01% |
| KIMBERLY DEWINTER3 Filed as: KIMBERLY A DEWINTER | 1523 47TH AVENUE SUITE 3 MOLINE, IL 61265 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | — | $1 | 0.01% |
| WILLIAM A BRIGGS3 | 1731 GAY THOMPSON ROAD RAMER, TN 38367 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | — | $1 | 0.01% |
| STACEY LYN CASTELLANETA3 Filed as: STACEY SCHROCK | 3616 UNIVERSITY AVENUE APARTMENT 4 DES MOINES, IA 50311 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | — | $1 | 0.01% |
| DENNIS J CASSENS3 | 4646 EAST MARRILL ROAD BYRON, IL 61010 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | — | $1 | 0.01% |
| JAMES L HAYES3 | 1547 CEDAR SPRINGS COURT NORTH LIBERTY, IA 52317 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | — | $1 | 0.01% |
| MARK L DUNN3 | 2734 NORTH RETIREMENT LANE APARTMENT C BOISE, ID 83704 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | — | $1 | 0.01% |
| STEPHEN KELLS3 | 514 MAYFAIR COURT GERMANTOWN HILLS, IL 61548 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $1 | — | $1 | 0.01% |
| BRICE L CAMPBELL3 | 360 LIBERTY HEIGHTS DRIVE CHASKA, MN 55318 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $0 | — | $0 | 0.00% |
| JOELLE M BUELL3 | 13901 JAMES AVENUE SOUTH BURNSVILLE, MN 55337 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $0 | — | $0 | 0.00% |
| JACQUELYN KIMBROUGH3 | 1680 BURR OAKS DRIVE WEST DES MOINES, IA 50266 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $0 | — | $0 | 0.00% |
| ROBERT T GRIFFIN3 | 5133 CANTON HEIGHTS DRIVE JACKSON, MS 39211 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $0 | — | $0 | 0.00% |
| JASON HOFFARD3 | 3415 OFFICE PARK DRIVE SUITE C MARION, ID 62959 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $0 | — | $0 | 0.00% |
| MARTHA MONCKTON3 | 2411 EAST GRANDVIEW AVENUE PEORIA, IL 61614 | AMERICAN FAMILY LIFE ASSURANCE COMPANY OF COLUMBUS | $0 | — | $0 | 0.00% |
| RHONDA S PAPE3 Filed as: RHONDA S PAPE, COLE M PAPE, DANE AL | — | ASSURITY LIFE INSURANCE COMPANY | $2K | — | $2K | 72.06% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 731 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 731 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Vision(2 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 523 | $78K |
| Life insurance | STANDARD INSURANCE COMPANY | 740 | $231K |
| Short-term disability | STANDARD INSURANCE COMPANY | 740 | $144K |
| Long-term disability(2 contracts, 2 carriers) | STANDARD INSURANCE COMPANY | 271 | $144K |
| Prescription drug | MEDONE, LC | 1,001 | $25K |
| Stop-loss / reinsurancereinsurance | SYMETRA LIFE INSURANCE COMPANY | 529 | $1.2M |
| Other(6 contracts, 6 carriers) | STANDARD INSURANCE COMPANY | 740 | $353K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,001 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.